NextGen EDI Services

File Maintenance Help for NextGen® Enterprise 8

NextGen EDI Uploading Practice Preferences

If you are enrolled in and utilizing the statements or letter services offered by NextGen Electronic Data Interchange NextGen EDI , you can automatically upload statement and letter export files to the NextGen EDI website in real-time when the files are generated in NextGen® Enterprise PM. You can also use the NextGen Background Business Processor (BBP) to automatically download files from NextGen EDI. To automatically upload and download files, your NextGen EDI login credentials must be entered on the NextGen EDI Uploading tab. To access this window, select Admin > Preferences > NextGen EDI Services. Login Information Field Description Account ID Enter the Account ID obtained from NextGen EDI. Username Enter the Username obtained from NextGen EDI. Practice ID Enter the Practice ID obtained from NextGen EDI. Password Enter the Password obtained from NextGen EDI. Test Login Select this button to validate and test the Login Information entered above. Other Option Field Description Update

File Maintenance Help for NextGen® Enterprise

Set Up Security Access Rights for NextGen® EDI

To download and upload files to NextGen® EDI, users must have the appropriate security access rights. Open System Administrator, and then select the appropriate enterprise and practice. Select the desired user group within the practice. Select Rights > Operations > NextGenEDI. Select the appropriate access rights for each of the following: Download Available Files: To allow users to download files from the NextGen® EDI website. Upload Letter Export File: To allow users to upload letter export files from NextGen® Enterprise PM to the NextGen® EDI website. Upload Statement Export File: To allow users to upload statement export files from NextGen® Enterprise PM to the NextGen® EDI website. Select Save. Parent topic: Practice Preferences for NextGen EDI

Help Guide for NextGen® Enterprise PM 8

EDI Messaging

When your practice is licensed for EDI the hyperlink and the EDI Notification option button can display on the Person/Patient Information > Demographics tab. These features are determined by your system administrator in Practice Preferences > NextGen EDI Sevices. EDI Hyperlink and EDI Messaging Window EDI Option Button Person/Patient Information History Tab Add Patient Preferences for EDI Messaging Setup Advanced Auditing for EDI Messaging Parent topic: Demographic Information in a Person or Patient Profile

NextGen® Enterprise EHR Help

EDI Messaging

When your practice is licensed for EDI the hyperlink and the EDI Notification option button can display on the Person/Patient Information > Demographics tab. These features are determined by your system administrator in Practice Preferences > NextGen EDI Sevices. Add Patient Preferences for EDI Messaging Setup Advanced Auditing for EDI Messaging Parent topic: Demographic Information in a Person or Patient Profile

NextGen® Enterprise EHR Help

EDI Messaging

EDI Messaging EDI Messaging When your practice is licensed for EDI the hyperlink and the EDI Notification option button can display on the Person/Patient Information > Demographics tab. These features are determined by your system administrator in Practice Preferences > NextGen EDI Sevices. Add Patient Preferences for NextGen EDI Messaging You can set patient reminder preferences for appointments, balances, and recalls in NextGen® Enterprise PM. Set Up Advanced Auditing for NextGen EDI Messaging You can track NextGen® EDI notification changes in NextGen® Enterprise PM using Advanced Audit. This allows you to monitor modifications to NextGen® EDI Messaging settings, including changes in how appointment reminders, balance reminders, and recall plans are sent to patients. Parent topic: Demographic Information in a Person or Patient Profile

NextGen® Enterprise EHR Help

Add Patient Preferences for NextGen® EDI Messaging

The EDI Messaging window is available only to practices that have an NextGen® EDI license. The options in the reminder fields are determined by your system administrator. In the EDI Messaging window, you can specify how the patient wants to receive reminders. NextGen® EDI services use the NextGen® EDI Console to create and send reminders to the patient. From the main toolbar in NextGen® Enterprise PM, select Lookup. In the People Lookup window, select New. In the Add Person Information window, select the EDI hyperlink. In the EDI Messaging window, select from the Appointment Reminders, Balance Reminders, and Recall Plans lists. Select OK. Select the EDI Notification option. Enter contact info in Email, SMS (Text), or Voice Reminders. Select OK. Parent topic: EDI Messaging

NextGen EDI Services

Recommendations

NextGen EDI Uploading Practice Preferences

Set Up Security Access Rights for NextGen® EDI

EDI Messaging

EDI Messaging

EDI Messaging

Add Patient Preferences for NextGen® EDI Messaging

NextGen EDI Services

NextGen EDI Uploading Practice Preferences

Set Up Security Access Rights for NextGen® EDI

EDI Messaging

EDI Messaging

EDI Messaging

Add Patient Preferences for NextGen® EDI Messaging